See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,807 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,520 | $44,473+15.8% | $76,523-32.7% | $55,725-7.5% |
| Participation rate | 80.7% | 51.0%+29.7pp | 68.0%+12.7pp | 70.9%+9.9pp |
| Annual return | -6.12% | -2.01%-4.1pp | -0.27%-5.8pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,026 | $1,101-6.9% | $2,647-61.3% | $2,078-50.7% |
| Participant deferral / active EE | $5,462 | $1,988+174.8% | $3,835+42.4% | $3,356+62.8% |
| Admin fee / account holder | $42 | $134-68.7% | $4,848-99.1% | $115-63.5% |